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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1096 | 1096 | 1238 | 1285 | 1798 | 3215 |
Fund Return | 9.64% | 9.64% | 23.8% | 8.71% | 12.45% | 12.39% |
Place in category | 181 | 181 | 143 | 61 | 55 | 4 |
% in Category | 41 | 41 | 36 | 19 | 18 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Eaton Vance Atlanta Capital SMID R6 | 4.94B | 9.64 | 8.78 | - | ||
Eaton Vance National Municipal IncI | 2.96B | 0.14 | -0.13 | 3.50 | ||
Eaton Vance Tx-Mgd Growth 1.1 A | 2.09B | 11.09 | 10.48 | 12.42 | ||
Eaton Vance Tx-Mgd Growth 1.0 | 1.41B | 11.18 | 10.79 | 12.76 | ||
Eaton Vance National Municipal IncA | 1.19B | 0.08 | -0.37 | 3.25 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.13B | 7.86 | 5.71 | 9.88 | ||
Fidelity Extended Market Index Ins | 39.85B | 6.98 | 0.97 | 8.99 | ||
Fidelity Mid Cap Index Fund Institu | 34.94B | 8.61 | 6.07 | 9.95 | ||
Vanguard Extended Market Index Inst | 30.81B | 6.98 | 1.00 | - | ||
Vanguard Extended Market Idx Adm | 24.79B | 6.97 | 0.96 | 8.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
WR Berkley | US0844231029 | 4.80 | 76.65 | -1.62% | |
Carlisle | US1423391002 | 4.52 | 400.92 | +4.94% | |
Morningstar | US6177001095 | 3.27 | 286.29 | -0.41% | |
Brown&Brown | US1152361010 | 3.20 | 81.45 | -1.01% | |
Godaddy Inc | US3802371076 | 3.10 | 125.01 | +0.70% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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